CRM

Our client, thriving but aiming for growth, craved better sales pipeline visibility. Shivendra and Co. worked together with the client to implement a CRM solution. We thoroughly mapped their sales process from opportunity to completion, pinpointing critical gates for decision-making and supporting activities. Collaboratively, we identified key metrics for tracking progress. A custom data capture system was designed to gather opportunity details, fueling future reports. We then partnered with a client-selected CRM vendor for implementation and facilitated the development of Power BI reports. These reports provided clear and actionable insights tailored to the specific needs of stakeholders. Within just three months, our client achieved a significant increase in sales pipeline visibility. They can track opportunities effectively, make data-driven decisions, and scale confidently.